Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Danter has over 30 years of experience in the financial services industry. Michael is currently registered as an Investment Advisor Representative with Osaic Wealth, Inc. Michael's previous experience includes positions at First Independent Financial Services, Inc., Multi-Financial Securities Corporation, National Planning Corporation, Signal Securities, Inc., Principal Financial Securities, Inc., Securities Management & Research, Inc., and John Hancock Distributors, Inc. Michael holds FINRA Series 6, 7, 24, 63 and 65 licenses and has a SIE certification. Michael specializes in Financial Planning, Pension Consulting, Portfolio Management, and Educational Seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
05/26/2016 - Present
Osaic Wealth, Inc. (SUNNYVALE TX)
TX
07/19/2004 - 12/01/2015
FIRST INDEPENDENT FINANCIAL SERVICES, INC. (DALLAS TX)
CO
01/10/2001 - 07/30/2004
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
CA
02/29/2000 - 12/31/2000
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
TX
09/19/1997 - 02/29/2000
SIGNAL SECURITIES, INC. (FORT WORTH TX)
TX
10/18/1995 - 10/06/1997
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
IA
11/15/1989 - 12/31/1993
SECURITIES MANAGEMENT & RESEARCH, INC. (CEDAR RAPIDS IA)
MA
10/27/1983 - 10/30/1989
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
IA
Issued 08/21/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/26/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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